Tarbox Family Office’s Universal Insurance Holdings UVE Stock Holding History

Tarbox Family Office’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-223	Closed	-$4K	–	1143
2021 Q4	$4K	Buy	223 +54	+32%	+$816	﹤0.01%	713
2021 Q3	$2K	Hold	169	–	–	﹤0.01%	982
2021 Q2	$2K	Buy	+169	New	+$2.37K	﹤0.01%	992
2020 Q4	–	Sell	-139	Closed	-$2K	–	1196
2020 Q3	$2K	Hold	139	–	–	﹤0.01%	856
2020 Q2	$2K	Buy	139 +85	+157%	+$1.5K	﹤0.01%	851
2020 Q1	$1K	Sell	54 -68	-56%	-$1.56K	﹤0.01%	1014
2019 Q4	$3K	Buy	+122	New	+$3.53K	﹤0.01%	718

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Tarbox Family Office's UVE Position: Q1 2022 in Review

Tarbox Family Office sold out of Universal Insurance Holdings (UVE) in Q1 2022, closing a stake of 223 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in UVE in Q4 2019 and held it in 7 quarters. The position peaked at $4K in Q4 2021. 138 funds tracked by Wall St. Rank hold UVE as of Q1 2022.

Tarbox Family Office reported no remaining Universal Insurance Holdings position as of Q1 2022 after selling out during the quarter.
Tarbox Family Office sold 223 Universal Insurance Holdings shares in Q1 2022, an estimated $4K.
Tarbox Family Office first reported a position in Universal Insurance Holdings in Q4 2019 and held it in 7 quarters.
Tarbox Family Office's Universal Insurance Holdings position peaked at $4K in Q4 2021.
138 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.